Institutional Ownership Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,917,581
shares
|
$90.7 Million
0.18% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,229,803
shares
|
$58.2 Million
0.49% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,217,477
shares
|
$57.6 Million
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,057,969
shares
|
$50 Million
2.84% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
706,243
shares
|
$33.4 Million
0.13% of portfolio
|
Q1 2025
Added 306.72%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
425,717
shares
|
$20.1 Million
10.32% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
308,357
shares
|
$14.6 Million
3.77% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
298,047
shares
|
$14.1 Million
3.94% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
288,237
shares
|
$13.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
219,550
shares
|
$10.4 Million
2.44% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
215,090
shares
|
$10.2 Million
2.24% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
164,368
shares
|
$7.77 Million
0.49% of portfolio
|
Q1 2025
Added 39.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
148,214
shares
|
$7.01 Million
0.01% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
140,030
shares
|
$6.62 Million
0.1% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
130,957
shares
|
$6.19 Million
2.07% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
109,645
shares
|
$5.19 Million
0.14% of portfolio
|
Q1 2025
Added 23.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
97,788
shares
|
$4.62 Million
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
92,681
shares
|
$4.38 Million
1.25% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
85,894
shares
|
$4.06 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
79,188
shares
|
$3.74 Million
0.38% of portfolio
|
Q4 2024
Added 716.71%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
78,188
shares
|
$3.7 Million
0.42% of portfolio
|
Q4 2023
Added 33.5%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
72,250
shares
|
$3.42 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
67,677
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Added 1335.96%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
65,471
shares
|
$3.1 Million
0.58% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
63,496
shares
|
$3 Million
0.02% of portfolio
|
Q4 2024
New holding
|